JPMorgan Chase
Private Client Banker- Needham, MA
Needham, MA · Full-time · Posted Oct 2, 2026
- Experience
- 1+ year; branch banking banker or equivalent financial services experience.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent and other branch clients, providing tailored advice, connecting clients with specialists, and growing client relationships and balances.
What you'll do
- Manage client banking relationships and recommend products and services suited to their needs.
- Acquire clients through referrals and connect customers with financial specialists and self-service banking options.
- Follow banking policies, procedures, and regulatory requirements.
What they ask for
- Demonstrated success acquiring and deepening client relationships through a value-added, relationship-oriented approach.
- 1+ year of branch banking banker or equivalent financial services experience, with success in client acquisition, relationship management, and revenue generation.
- Required securities exams, registrations, and life licenses, or successful completion within 180 days of starting; NMLS registration is also required.
- High school degree, GED, or foreign equivalent; ability to work branch hours, including weekends and some evenings.
Nice to have
- Excellent communication skills; experience cultivating relationships with affluent clients.
- College degree or military equivalent; strong team orientation.
Pay
$25.00-$32.69 USD base salary
Tools
Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration, Life licenses, NMLS
Model-written summary · the original posting is authoritative